See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $11,399 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,600 | $72,607+97.8% | $90,749+58.2% | $66,914+114.6% |
| Participation rate | 99.2% | 73.7%+25.5pp | 75.7%+23.5pp | 69.8%+29.4pp |
| Annual return | -13.89% | -12.28%-1.6pp | -12.16%-1.7pp | 1.58%-15.5pp |
| Employer contribution / active EE | $5,999 | $2,369+153.3% | $2,921+105.4% | $2,544+135.8% |
| Participant deferral / active EE | $7,258 | $3,977+82.5% | $4,564+59.0% | $4,237+71.3% |
| Admin fee / account holder | $81 | $707-88.6% | $8,445-99.0% | $593-86.4% |